Amy

Halls

About

Experienced Administrative Professional with drive and initiative,

demonstrating a strong work ethic, attention to detail, self- discipline, strategic planning, and prioritization skills. Working remote has allowed me to develop comfort in dealing with ambiguity, with good judgement, and the ability to adapt to changing contexts.

Experience

11/30/2020–7/13/2022

Closing Coordinator • Guaranteed Rate Affinity LLC Software used: Encompass, Microsoft Office, Microsoft Outlook, Excel, YBR, Microsoft Teams

• Responsible for the preparation of each file for Closing, in tandem with the Loan Coordinator, to obtain CTC.

• Verify 3rd party invoices, review file documentation & request further documentation or corrections as necessary to ensure complete, accurate & matching documentation for the following: Homeowners Insurance, Title, Wire Instructions, Closing Protection Letters, Payoffs (if applicable), & Appraisal

• Verify all fees/invoices & signed Loan Estimates, confirm accuracy of closing & funding date, & submit the loan to the CD Analyst for CD trigger.

• Confirm closing date/time, Title & Settlement Company info, Wire, & submit the loan to the Closing Dept.

5437 Frey Ave SW

Canton, OH 44706

330-***-****

adsjb1@r.postjobfree.com

Areas of Expertise

Notary Public

Client Relations

Underwriting

Networking

Leadership

Banking/Real Estate

Residential Permitting

Closing Processes

Multitasking

AccountsPayable/Receivable

Industries

Construction

Banking Insurance

Software

Encompass

Microsoft Office

DocuSign

Sales Simplicity

ALS

Lotus Notes

Tableau

HOGAN

ACAPS

● Responsible for maintaining an 85% AR turn around by requesCng & following up on all bank draws throughout the construction process.

● Provide excellent customer service at all levels of the financial process.

● AssisCng Homeowners with the permiDng process for new residential home construction.

● Establishing & maintaining great relaConships with all banks from loan closing through construction completion.

02/01/2011–07/10/2013

Client Coordinator • ZVN Properties

Software: Microsoft Office

● Maintain client accounts through work order assignments, itemized bids & communication to property managers

● Responsible for invoice/payment issues between clients and network contractors

● Trained network contractors on client requirements

● Established contractor pricing

10/01/2007–10/1/2008

Call center Specialist/CSR • Emergency Medicine Physicians (EMP) Software: Microsoft Office, EMP Internal software

● Assisted callers for emergency & hospitalist physicians billing (in excess of 100 calls/day)

● Input insurance and billing to company soFware

● Processed claims and documentation in accordance with HIPPA guidelines

07/01/1999–8/1/2006

Real Estate Specialist/Doc Prep Coordinator • KeyBank NA Software: Microsoft Office, ACAPS, HOGAN, ALS, Lotus Notes

● Analyzed consumer home equity applicaCons including property appraisals, URAR,

2055I and drive by valuations

● Conduct and review Ctle & lien searches to ensure proper guidelines were met

● Determine rates, terms & condiCons for granCng final loan approval

● Responsible for processing in-house and 3rd party subordinations

● Assistant Supervisor in charge of overseeing ApplicaCon Specialist/Data Entry Department (up to 15 people)

● Analyze credit informaCon for consumer finance applicants Software Used: Microsoft Office, Microsoft Access, Microsoft Outlook, Excel, Tableau

07/14/2013–11/27/2020

Closing Coordinator • Wayne Homes

01/01/1998–07/01/1999

Agent/Sales Manager • Combined Insurance Company of America Software: Internal Insurance Software

● Conducted door to door sales

● Processed consumer insurance applicaCons

● Completed sales goals within the company & assisted exisCng customers with questions and issues

Education

Miami of Ohio, Oxford, OH

• Major in Architecture with a Minor in Interior Design Perry High School, Massillon, OH

• National Honor Society

References

[Available upon request.]

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